Storing Treasures

Personality Test

Section 1 of 2
Select the words that typically describe your personality. Select all that apply.

Verbal	Frugal	Tolerant	Enterprising
Creative	Consistent	Adaptable	Problem Solver
Spontaneous	Predictable	Cooperative	Determined
Unstructured	Organized	Cautious	Bold
Impulsive	Structured	Tactful	Strategic
Social	Conventional	Collaborative	Demanding
Improvised	Detailed	Passive	Decisive
Conceptual	Factual	Sensitive	Forceful
Enthusiastic	Rules-Oriented	Reserved	Competitive
Instinctive	Perfectionist	Reliable	Aggressive
Group-Oriented	Analytical	Patient	Controlling
Informal	Conscientious	Confirming	Assertive

Section 2 of 2
Select the answer that best describes you for each question.

1. I do not like to adhere to a budget.
Strongly Agree	Agree	Disagree	Strongly Disagree

2. I tend to be impulsive when making purchases.
Strongly Agree	Agree	Disagree	Strongly Disagree

3. I do not enjoy financial planning.
Strongly Agree	Agree	Disagree	Strongly Disagree

4. It is important to me that I have my own mad money that is not controlled.
Strongly Agree	Agree	Disagree	Strongly Disagree

5. My organizational skills enhance my ability to manage my finances.
Strongly Agree	Agree	Disagree	Strongly Disagree

6. I am a disciplined saver.
Strongly Agree	Agree	Disagree	Strongly Disagree

7. I currently have written financial goals or have had them in the past.
Strongly Agree	Agree	Disagree	Strongly Disagree

8. My financial decisions are swayed more by factual analysis than feelings.
Strongly Agree	Agree	Disagree	Strongly Disagree

9. I prefer to purchase things with a set price rather than negotiating a "deal".
Strongly Agree	Agree	Disagree	Strongly Disagree

10. I seek out the input of several people before making a financial decision.
Strongly Agree	Agree	Disagree	Strongly Disagree

11. I collaborate with my spouse (if applicable) and/or others when setting and achieving my financial goals.
Strongly Agree	Agree	Disagree	Strongly Disagree

12. I will, at times, withhold my opinion to avoid conflict with my spouse or others when making a financial decision.
Strongly Agree	Agree	Disagree	Strongly Disagree

13. I can tolerate losing part of my investment if there is also a potential of a big return.
Strongly Agree	Agree	Disagree	Strongly Disagree

14. I tend to be critical of my spouse or others regarding their handling of finances.
Strongly Agree	Agree	Disagree	Strongly Disagree

15. I am confident in giving financial advice to others.
Strongly Agree	Agree	Disagree	Strongly Disagree

16. I like to compare my financial situation to others.
Strongly Agree	Agree	Disagree	Strongly Disagree

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